Low PE Investor

Based on the book by John Neff

Since 2004, this portfolio has returned 136.0%, underperforming the market by 26.1% using its optimal quarterly rebalancing period and 20 stock portfolio size.

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Low PE
S&P 500

This strategy looks for firms with persistent earnings growth that trade at a discount relative to their earnings growth and dividend yield.

Annual Return: 5.8% S&P 500: 6.5%
Year To Date: 14.7% S&P 500: 15.9%
Beta: 1.14 Accuracy: 57.5%
Full Return History

Portfolio Holdings

Ticker Date Added Return
DFS 12/14/2018 24.80%
MSCI 3/8/2019 21.33%
JPM 3/8/2019 10.14%

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